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Smith & Nephew

156 hedge funds and large institutions have $742M invested in Smith & Nephew in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more call options, than puts

Call options by funds: $4.67M | Put options by funds: $545K

388% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $526M → $742M (+$216M)

25% more funds holding

Funds holding: 125156 (+31)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

0.4% more ownership

Funds ownership: 1.93%2.33% (+0.4%)

Holders
156
Holders Change
+31
Holders Change %
+24.8%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
48
Reduced
43
Closed
8
Calls
$4.67M
Puts
$545K
Net Calls
+$4.13M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$122M +$30.1M +918,285 +37%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$84.7M -$25.4M -775,305 -25%
Invesco
3
Invesco
Georgia
$59.8M +$1.21M +37,052 +2%
MAA
4
Managed Account Advisors
New Jersey
$41.8M +$6.5M +198,443 +20%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$26.5M -$6.33M -193,370 -21%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$18.3M +$16.8M +512,000 New
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.8M -$246K -7,515 -2%
TAM
8
Todd Asset Management
Kentucky
$13.9M -$658K -20,110 -5%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M -$736K -22,500 -6%
AIM
10
Allen Investment Management
New York
$13.4M +$12.3M +375,000 New
AAA
11
Alpine Associates Advisors
New Jersey
$13.1M +$12M +367,598 New
JCI
12
Jet Capital Investors
New York
$12.9M +$11.9M +362,500 New
BCAM
13
Boston Common Asset Management
Massachusetts
$12.8M -$1.55M -47,475 -12%
Renaissance Technologies
14
Renaissance Technologies
New York
$12.8M +$4.81M +147,000 +70%
AG
15
Aperio Group
California
$11.5M +$932K +28,465 +10%
GC
16
Guggenheim Capital
Illinois
$10.8M +$892K +27,268 +10%
SCM
17
Sandler Capital Management
New York
$10.3M +$9.46M +289,000 New
YCMGA
18
York Capital Management Global Advisors
New York
$8.98M +$8.23M +251,433 New
PIA
19
Philadelphia International Advisors
Pennsylvania
$8.09M -$534K -16,307 -7%
LOM
20
Loeb Offshore Management
New York
$7.98M +$7.31M +223,490 New
ERSOT
21
Employees Retirement System of Texas
Texas
$7.96M -$2.35M -71,750 -24%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$7.93M +$468K +14,310 +7%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.72M +$7.08M +216,188 New
Hudson Bay Capital Management
24
Hudson Bay Capital Management
Connecticut
$7.24M +$6.64M +202,770 New
DVM
25
Dreman Value Management
Florida
$6.68M -$265K -8,102 -4%

SNN Hedge Fund Activity: Q2 2014 in Review

156 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q2 2014, worth a combined $742M — up 41% from $526M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SNN positions and 8 closed out — a net gain of 31 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $30.1M. The largest seller was Fidelity Investments, cutting an estimated $25.4M.

  • 156 institutional investors held Smith & Nephew (SNN) as of Q2 2014, up from 125 in Q1 2014.
  • Funds reported $742M of Smith & Nephew stock for Q2 2014, up 41% quarter-over-quarter.
  • 39 funds opened new Smith & Nephew positions in Q2 2014 and 8 closed out, a net change of +31 holders.
  • The largest Smith & Nephew buyer in Q2 2014 was Fisher Asset Management, an estimated $30.1M added.
  • The largest Smith & Nephew seller in Q2 2014 was Fidelity Investments, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2014.